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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,896 | $167,353-48.1% | $143,797-39.6% | $134,545-35.4% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -17.57% | 0.48%-18.1pp | -0.04%-17.5pp | 418.37%-435.9pp |
| Employer contribution / active EE | $10,084 | $5,620+79.4% | $4,952+103.6% | $4,742+112.7% |
| Participant deferral / active EE | $8,559 | $6,447+32.7% | $5,638+51.8% | $6,401+33.7% |
| Admin fee / account holder | $4,700 | $18,096-74.0% | $14,679-68.0% | $11,431-58.9% |